The “Dot the i’s and cross the t’s” group. Some simply want a professional advisor to look things over.

The “outsourcing group.” Others want nothing to do with managing their own finances, and would like to outsource their finances just like they do in other areas of their life (childcare, lawn care, etc).

Because I want this website to be helpful for people from all three groups, I have put together a list of recommended financial advisors.

The problem is that knowing good advisors from the rest can be a huge challenge – even for those of us that know a decent amount about the industry.

The advisors that have made this list have filled out an application (TPP Financial Advisor Application) and they have been vetted by myself and an unbiased, non-TPP-sponsor who is also a financial advisor to land a spot on this list.

All of the advisors below have to pay to get on this list. A payment is required for two reasons. 1) To make them go through the application/vetting process. This implies that some will submit payments to apply, and not be accepted. 2) This is a for-profit website with a charitable cause.

Renewal payments will be around half of the initial application fee. Once an advisor makes the list, we will vet them once annually to make sure nothing has changed.

Financial advisors who are also sponsors of the site are listed first. After that, they are listed in the order in which they joined the site. Upon renewal of payment, they will then be shuffled to the top of the list beneath the sponsors.

Recommended Financial Advisors List

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